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Cataloging Roundtable Item Status and Copy Buckets Item Status - - PowerPoint PPT Presentation
Cataloging Roundtable Item Status and Copy Buckets Item Status - - PowerPoint PPT Presentation
Spring 2016 Cataloging Roundtable Item Status and Copy Buckets Item Status provides a wealth of information! Accessing Item Status Splash Screen Accessing Item Status Search Menu Accessing Item Status Circulation Menu Accessing
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Accessing Item Status
Splash Screen
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Accessing Item Status
Search Menu
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Accessing Item Status
Circulation Menu
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Accessing Item Status
Cataloging Menu
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Accessing Item Status
F5 Key
Note: This may not be usable in the Evergreen web client.
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Accessing Item Status
OPAC View
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Columns in Item Status
List View
Column Picker
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Columns in Item Status
List View
Column Picker
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Options in Column Picker
Number in List Alert Message Author Barcode Call Number Prefix Call Number Suffix Call Number Checkin Date Checkin Scan Date Checkin Workstation Checkout Date Checkout Workstation Checkout or Renew Library Circulation or Renewal Workstation Circulate as Type Circulate? Circulation ID Circulation Library Circulation Modifier Classification Copy ID Copy Number Created By Date Created Date Last Edited Date Record Created Date Record Last Edited Deleted? Deposit Amount Deposit? Document ID Due Date Edited By Edition Fine Level Fines Stopped Fines Stopped Time Floating? Holdable? ISBN Loan Duration Location OPAC Visible? Owned by Owning Library Part Price Publication Date Publisher Quality Reference? Remaining Renewals Service Status Status Changed Time TCN TCN Source Title Transaction Finished
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Saving Column Picker Preferences
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Columns in Item Status
List View
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Alternate View
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Alternative View: Quick Summary
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Alternative View: Circulation History
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Alternative View: Holds/Transit
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Alternative View: Cataloging Info
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Entering Items into Item Status
List View
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Entering Items into Item Status
List View
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“Upload from File” Feature
Only text (.txt) files & CSV (.csv) files may be uploaded. Files from Excel or Notepad may be uploaded. If the file is an Excel spreadsheet (.xls and .xlsx):
Remove all columns of data that do not include item barcodes. Remove all column headings. Save the file as a text (tab-delimited .txt) or CSV (.csv) file.
OR
Copy the list of barcodes & paste them into a blank Notepad file & save it as a text
(.txt) file.
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Entering Items into Item Status
List View
“Trim List” should be unchecked when working with batches.
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Actions for Selected Items
Right-click on row.
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Copy to Clipboard Add to Item Bucket Add to Record Bucket Show in Catalog Show Holds on Bib Show Item Details Show Last Few Circulations Show Triggered Events Make Item Bookable Book Item Now Request Item Find Originating Acquisition Edit Item Attributes Edit Items/Volumes Per Bib Mark Item Damaged Mark Item Missing Abort Transits Check In Items Renew Items Print Spine Label Replace Barcode Save Columns
Actions for Selected Items
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Actions for Catalogers
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Copy to Clipboard Add to Item Bucket Add to Record Bucket Show in Catalog Show Holds on Bib Show Item Details Show Last Few Circulations Show Triggered Events Edit Item Attributes Edit Items/Volumes Per Bib Transfer Items to Previously Marked Volume Add Volumes Mark Library as Volume Transfer Destination Add Items Edit Volumes Mark Volume as Item Transfer Destination Transfer Volumes to Previously Marked Library Delete Items Delete Volumes Mark Item Damaged Mark Item Missing Print Spine Label Replace Barcode Save Columns
Actions for Catalogers
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Many of the Actions for Selected Items & Actions for Catalogers may be performed on
- ne item at a time or on many items at once.
- ne item at a time
many items at once many items at once
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What is a “Copy Bucket?”
In Evergreen Indiana, a Copy Bucket is a “virtual container to use in
batch processing items or bibliographic records.” (Evergreen Indiana Cataloguing Training Manual, Chapter 17) Copy Buckets may be used to perform all sorts of maintenance tasks in batch.
Copy Buckets are used to manage copy or item information.
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When you might use Copy Buckets:
To temporarily change the status or shelving location of a group of
items for a period of time.
Moving items to storage Trading parts of collections (books on CD, for example) between branches Marking items that are part of a display
To make permanent changes in the status of a group of items.
Changing shelving location Deleting items
To track leased items.
If you lease books or books on CD, placing items in a Copy Bucket will allow you to
batch delete all or some of the items when you return them, making that task simpler
To collect items for a project.
Preparing a special collection, a list, or for changes in the item status
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Accessing Copy Buckets
Splash Screen Access (17.2)
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Accessing Copy Buckets
From the Cataloguing drop-down menu: (17.2)
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Accessing Copy Buckets
From the Edit drop-down menu: (17.2)
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# CREATOR NUMBER NAME 1 nwcpl-cat2 6592 Books to Delete 2 nwcpl-cat2 6485 Chapter Books 3 nwcpl-cat2 6559 LV Juvenile Nonfiction 4 nwcpl-cat2 8001 Morocco Books on CD 5 nwcpl-cat2 6584 Morocco Juvenile Nonfiction 6 nwcpl-cat2 6486 Picture Books 7 nwcpl-cat2 6753 Roselawn Juvenile Nonfiction 8 marykaylv-localadmin 8101 Spring Roundtable Bucket 9 lvmtl-circ1 8127 Lake Village DVDs 10 lvmlt-circ1 7184 Lake Village Discards 11 mcl-circ1 8140 Morocco Discards 12 rll-circ1 8142 Roselawn Discards 13 nwcpl-cat2 8143 Training Bucket 14 NWCPL-marykay 8159 Just a Bunch of Stuff 15
NEWTON COUNTY PUBLIC LIBRARY COPY BUCKET NUMBERS
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How to Add Items to Copy Buckets
Via Pending Copies in the Bucket Manager Via Holdings Maintenance Via Item Status
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Create a new bucket when adding items:
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Copy Bucket Manager Batch Function Tools
Show Status – opens Item Status screen, allowing user to use all functions of
that screen
Transfer to Specific Volume – This allows you to transfer items in your Bucket
to a different call number at your local branch or another branch
You must first mark the call number you wish to transfer items to as an Item
Transfer Destination
For more information, check Chapter 10.7 in the Evergreen Indiana Cataloguing
Training Manual
Edit Item Attributes – This allows you to make batch edits to the copies in
your Bucket via the copy editor
Delete All from Catalogue – This deletes all items, which is useful for
weeding.
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Copying From One Bucket to Another
This is useful for Shared Buckets First, open the bucket containing the items you wish to copy
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Things to keep in mind about copying Bucket contents:
When you have items in a particular Bucket, that’s where they stay
until you delete them from the Bucket. You may delete an item from Evergreen, but that item remains in the Bucket. This could be a good way to keep track of eReaders, LaunchPads, and other technology.
While you may work with the items you copied, these items have NOT
been removed from the original Bucket.
If you have copied items from the Bucket of another user, ALWAYS
notify him or her that you have done so. That other user may choose to delete the original bucket or its contents.
While you may perform the batch functions shown at the bottom of
the screen, you may not remove items or add from the original Bucket unless you created that Bucket, as well.
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Removing Contents from Copy Buckets
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Deleting Copy Buckets
This is not the same as deleting the contents of the Bucket, this is deleting
the Bucket itself.
BEFORE deleting a Bucket, remove all contents. (17.25) Select the Bucket from the drop-down menu, and click “Delete Bucket.” You
will get this pop-up window:
Select “OK.” Nothing else will appear to happen, but your bucket will be deleted.
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Creating Reports with Copy Buckets
Copy buckets can be used to generate reports, as shown in this report. Anna
Goben or Jason Boyer can help you through creating the report you want.
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